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Michael Lewis

Director

Specialism: Accountants

Company: Frank Hirth

Location: London, England

Citywealth rating

4.5
Average: 4.5 (2 votes)
Fee Level:
4.5
Average: 4.5 (2 votes)
Quality of Advice
4.5
Average: 4.5 (2 votes)
Communications Skills
4.5
Average: 4.5 (2 votes)
Interpersonal Skills
4.5
Average: 4.5 (2 votes)
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Peer review:

Michael Lewis is highly regarded as an expert in both UK and US taxes, particularly in the complex world of trusts and high net worth clients. He is a leader in this field, with a unique skill set and dedicated to serving clients’ best interests.

29 Apr 2019

Private client review:

Michael Lewis is an exceptionally well rounded professional. He is an expert on the the complex interface between US and UK tax regulation. However, he has the rare ability to translate this complexity into user-friendly advice with a problem solving approach. He is highly responsive and has a holistic perspective to addressing a client’s problems. Michael is as effective on compliance issues as he is on tax optimisation. I have enjoyed working with Michael.

14 May 2018

Peer review:

Michael possesses that helpful mix of strong technical expertise with the ability to explain complex US and UK tax issues in a simple and meaningful manner. He consistently delivers practical client-focused solutions.

Christiaan van den Hout    Vie International Financial Services Ltd   
03 May 2018

Private client review:

Michael Lewis is a skilled and creative thinker on how to optimize the overlap of US and UK tax law. He is ever open to other ideas including those from other tax experts and works well coordinating such complex tea

02 May 2018

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2018 

Michael Lewis currently has no Citywealth award

Average client size: £5 million - £25 million

Fixed fee offering: Yes - Where the scale of the project is clear and it is an area previously dealt with then we would be open to agreeing fixed fee arrangement looking to balance interests of both parties. Compliance work is very often completed under fixed fee terms.

Frank Hirth

Number of offices globally: 1-5

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Peer review:

Michael Lewis is highly regarded as an expert in both UK and US taxes, particularly in the complex world of trusts and high net worth clients. He is a leader in this field, with a unique skill set and dedicated to serving clients’ best interests.

29 Apr 2019

Private client review:

Michael Lewis is an exceptionally well rounded professional. He is an expert on the the complex interface between US and UK tax regulation. However, he has the rare ability to translate this complexity into user-friendly advice with a problem solving approach. He is highly responsive and has a holistic perspective to addressing a client’s problems. Michael is as effective on compliance issues as he is on tax optimisation. I have enjoyed working with Michael.

14 May 2018

Peer review:

Michael possesses that helpful mix of strong technical expertise with the ability to explain complex US and UK tax issues in a simple and meaningful manner. He consistently delivers practical client-focused solutions.

Christiaan van den Hout    Vie International Financial Services Ltd   
03 May 2018

Private client review:

Michael Lewis is a skilled and creative thinker on how to optimize the overlap of US and UK tax law. He is ever open to other ideas including those from other tax experts and works well coordinating such complex tea

02 May 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com

Michael Lewis currently has no reviews

Client work includes:

  • Advised very senior non-domiciled banking executive on tax planning prior to moving to the US. This covered advice for both Federal and State purposes and included review of family trusts, international pension plans and the use of deferred variable annuities. Despite moving to NY, the client’s level of taxation while there is expected to be lower than when living in the UK.
  • I helped very wealthy client become compliant with their US taxes through entering them into an offshore voluntary disclosure program. I then helped the client surrender their US citizenship. I assisted the client at all stages of this process from booking the interview and completing disclosure forms to undertaking advanced preliminary tax planning to avoid the impact of covered expatriate status. The client successfully extricated themselves from the US tax net with minimal taxes and no penalties.
  • When a major US private equity firm was looking to go through an Initial Public Offering I led the advice on the UK and US personal and employment tax issues arising from the proposed restructuring steps. Ultimately ensuring that no employees incurred double tax or dry tax charges.
  • Advised US founder of UK based private equity firm on the impact of both the new Disguised Investment Management Fee and the Income based carried interest rules. Based on my advice the client engaged leading UK law firm and the client restructured their fund agreements to avoid these rules from applying.
  • Advised wealthy UHNW client and their family on the impact of the April 2017 deemed domiciled changes. This involved engaging Queen’s Counsel to help review complex US trust arrangements and the applicability of the ‘Anson LLC decision’. I helped the client put in place planning strategy designed to avoid double taxation in US and UK and ensure optimised tax position. The client’s overall worldwide tax liability is now not expected to increase significantly despite the loss of the remittance basis.